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State Street SPDR Bloomberg 1-10 Year TIPS ETF

140 hedge funds and large institutions have $1.13B invested in State Street SPDR Bloomberg 1-10 Year TIPS ETF in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 57 increasing their positions, 50 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 16

14% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 50

4.24% more ownership

Funds ownership: 80.46%84.7% (+4.2%)

2% more funds holding

Funds holding: 137140 (+3)

1% more capital invested

Capital invested by funds: $1.12B → $1.13B (+$13.3M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
140
Holders Change
+3
Holders Change %
+2.19%
% of All Funds
2.2%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
19
Increased
57
Reduced
50
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFS
51
McNamara Financial Services
Massachusetts
$1.17M +$90.9K +4,864 +8%
JP Morgan Chase
52
JP Morgan Chase
New York
$1.07M +$1.07M +57,350 +9,922%
GS
53
GTS Securities
New York
$1.07M +$1.08M +57,811 New
HighTower Advisors
54
HighTower Advisors
Illinois
$1.07M +$131K +6,986 +14%
LNB
55
Ledyard National Bank
$1.04M +$1.05M +56,071 New
CRI
56
Colonial River Investments
Virginia
$990K -$499K -26,692 -33%
KFS
57
Kelly Financial Services
Massachusetts
$960K +$59.4K +3,176 +7%
CW
58
CreativeOne Wealth
Kansas
$904K +$326K +17,428 +55%
SFC
59
Strategic Financial Concepts
Texas
$899K
SSWM
60
Sheets Smith Wealth Management
North Carolina
$880K +$596K +31,896 +202%
AT
61
American Trust
Kentucky
$871K +$883K +47,234 New
UWM
62
USAdvisors Wealth Management
Minnesota
$856K +$9.61K +514 +1%
Commonwealth Equity Services
63
Commonwealth Equity Services
Massachusetts
$818K +$369K +19,742 +80%
GRP
64
Global Retirement Partners
California
$806K -$27.8K -1,486 -3%
RA
65
RFG Advisory
Alabama
$720K +$11.1K +593 +2%
ATC
66
Argent Trust Co
Tennessee
$630K +$638K +34,121 New
AWS
67
Atria Wealth Solutions
New York
$616K +$166K +8,871 +36%
FPWM
68
FSB Premier Wealth Management
Iowa
$608K -$11.8K -633 -2%
WWM
69
Western Wealth Management
Colorado
$589K -$15.1K -807 -2%
GFPC
70
Global Financial Private Client
Florida
$584K -$8.69K -465 -1%
ACP
71
Aveo Capital Partners
Colorado
$584K +$27K +1,444 +5%
Truist Financial
72
Truist Financial
North Carolina
$549K -$83.3K -4,453 -13%
GLA
73
Good Life Advisors
Pennsylvania
$514K -$10.2M -543,232 -95%
BA
74
Bridge Advisory
California
$512K -$14.7K -788 -3%
BCM
75
Brookstone Capital Management
Illinois
$511K +$9.44K +505 +2%

TIPX Hedge Fund Activity: Q2 2023 in Review

140 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) for Q2 2023, worth a combined $1.13B — up 1.2% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new TIPX positions and 16 closed out — a net gain of 3 holders — while 57 added to existing stakes and 50 trimmed.

The largest buyer was State Street, adding an estimated $58.7M. The largest seller was LPL Financial, cutting an estimated $34M.

  • 140 institutional investors held State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) as of Q2 2023, up from 137 in Q1 2023.
  • Funds reported $1.13B of State Street SPDR Bloomberg 1-10 Year TIPS ETF stock for Q2 2023, up 1.2% quarter-over-quarter.
  • 19 funds opened new State Street SPDR Bloomberg 1-10 Year TIPS ETF positions in Q2 2023 and 16 closed out, a net change of +3 holders.
  • The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF buyer in Q2 2023 was State Street, an estimated $58.7M added.
  • The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF seller in Q2 2023 was LPL Financial, an estimated $34M sold.

Based on aggregated 13F filings for Q2 2023.